First-time Login Screen - need Mifos instance 2:30. Mifos. Mifos Instance: User Name: Password:

Transcription

1 Mifos

2 First-time Login Screen - need Mifos instance Mifos Mifos Instance: User Name: Password:

3 Login Screen Mifos Mifos Instance: Mifos Instance: Fields scroll up (and under logo) as lower fields are selected for text entry. User Name: deanna Password: ******** b I

4 Loan Officer Dashboard Mifos Dashboard Clients Goal for August: 3 15 more Portfolio Goal for 213: 1,13, 275, more Collections Wed, Aug. 28, 213 Delinquency 6 clients behind 2.97% To-Do List Wed, Aug. 28, 213 1: Triangle Group at Ganesh Temple 11: Singer Group at Ganesh Temple 12: Enter Collections at Branch Office

5 Loan Officer Dashboard with Menu Mifos Dashboard Clients Goal for August: 3 Groups Clients 15 more Not sure yet what should be in this menu. Portfolio Goal for 213: 1,13, Collections Wed, Aug. 28, 213 Messages Settings 275, more Delinquency 6 clients behind 2.97% To-Do List Wed, Aug. 28, 213 1: Triangle Group at Ganesh Temple 11: Singer Group at Ganesh Temple 12: Enter Collections at Branch Office

6 Subsequent Login - automatic User Name/Pwd in Settings BASICS Mifos Settings Mifos Instance Login deanna Language English Text Size Medium Other? settings ADVANCED Other? settings

7 Mifos App Page under Settings -> Apps Apps Mifos version 3.1 Force Stop Uninstall Show notifications STORAGE Total 3.6MB App 3.3MB USB storage app.b Data 356KB SD card.b Clear Data CACHE Cache 6.38MB Clear Cache

8 Client List - 1 liner Task Icons (no labels) Mifos Clients Clients Meetings Actions Livia Alvarez Donia Caballero Maria Cipriano Ana Flores Ben Franklin Madeline Frau Ken Hermanson Kate T. Johnson

9 Client List - 1 liner Task Icons with labels Mifos Clients Clients Meetings Actions Livia Alvarez Donia Caballero Maria Cipriano Ana Flores Ben Franklin Madeline Frau Ken Hermanson Kate T. Johnson Add Person Add Group Search Clients Due Clients In Arrears

10 Client List - 2 liner Task Icons (no labels) Mifos Clients Clients Meetings Actions Livia Alvarez Red Hat Ladies group meets Tues. 9-1am Donia Caballero Mamba group meets Wed. 1-11am Maria Cipriano Mamba group meets Wed. 1-11am Ana Flores Esperanta group meets Wed. 9-1am Ben Franklin Kite and Key group meets Thu. 9-1am Madeline Frau Red Hat Ladies group meets Tues. 9-1am

11 Client Search anl Anderson, Jennifer Anton, Jack Barry, Anthony Flores, Ana Moreno, Anita Nixon, Anne Pearson, Andy

12 Create New Client Mifos Client - Alvarez Personal MFI Questions Tabs same as in web client. New Client Account No: External ID: Activation Date: 25 Sept 213 Office: Bangalore Group Loan Officer: Lorenz Guzman Auto assigns number Today's date Loan officer's office Given Name: Family Name: Government ID: Salutation: Date of Birth Gender Cancel Save

13 Client Page Mifos Client - Alvarez Clients Meetings Actions Tabs allow navigation to meetings and actions. Livia Alvarez Account No: External ID: Activation Date: Office: Group: Loan Officer: Loan Cycle: PPI April 212 Bangalore Triangle Group Lorenz Guzman 2 Standard Client Loan # ,356.2 Click HERE for Alternate Home Loan # ,245. Car Loan # ,. Mandatory Savings --2,. #2 128 Edit New Loan Search Questions Notes Questions and Notes as an action button. Perhaps replace Search with Additional Info (next page)

14 Client Page w Additional Info as Action Mifos Client - Alvarez Clients Meetings Actions Livia Alvarez Account No: External ID: Activation Date: Office: Group: Loan Officer: Loan Cycle: PPI April 212 Bangalore Triangle Group Lorenz Guzman 2 Standard Client Loan # ,356.2 Home Loan # ,245. Car Loan # ,. Mandatory Savings --2,. #2 128 Edit New Loan Additional Questions Notes Info Instead of search, we could put Add Info here. To search, go back to Clients

15 Client Page w Tabs Mifos Client - Alvarez Client Info Questions Notes Additional Info Or make tabs here and only actions at the bottom. (This might be more correct.) Livia Alvarez Account No: External ID: Activation Date: Office: Group: Loan Officer: Loan Cycle: PPI April 212 Bangalore Triangle Group Lorenz Guzman 2 Standard Client Loan # ,356.2 Click HERE for Alternate Home Loan # ,245. Car Loan # ,. Mandatory Savings --2,. #2 128 Edit Search New Loan

16 Question Groups List Mifos Client - Alvarez Client Info Questions Notes Additional Info Livia Alvarez PPI Client's Voter ID What is the household's principal occupation? Farming Miscellaneous Spouse's Date of Birth 13 May 1967 I'm not sure I really understand the organization of this info. Mother's maiden name Singh Edit Do we want to allow them to edit additional info here?

17 Question Groups List Mifos Client - Alvarez Client Info Questions Notes Additional Info Livia Alvarez PPI PPI Survey Philippines 26 Oct 212 Kay's Survey 4 Feb 211 Add Question Group

18 Specific Question Group View Mifos Client - Alvarez Client Info Questions Notes Additional Info Livia Alvarez PPI PPI Survey Philippines 26 Oct 212 How many people in the household aged -14? 2 Do all the children in the family of ages 6-14 go to school? Yes What is the education level of the female/head spouse? First to fourth year secondary Do any family members have salaried employment? No What are the house's outer walls made of? Light materials (cogon, nipa, sawali, bamboo, Do we want to allow them to edit anahaw questions here? Edit

19 Add Question Group Dialog Mifos Client - Alvarez Client Info Questions Notes Additional Info Livia Alvarez PPI PPI Survey Philippines 26 Oct 212 Kay's Survey 4 Feb 211 Add Question Group Not sure best way to handle long list in popup. Menu with arrow? Or spinner? See next two images Select a Question Group Click HERE for Alternate Ok Cancel Add Question Group

20 Add Question Group Menu Client Info Mifos Client - Alvarez Client Business Information Questions Notes Kay's Survey Livia Alvarez PPI PPI Survey Kenya PPI Survey Philippines PPI Survey India Oct 212 Kay's Survey PPI Survey India Feb 211 Add Question Group PPI Survey Nepal Select a Question Group PPI Survey Philippines Additional Info PPI Ok Survey Russia Cancel This is menu with arrow. Appears on top of dialog on previous page. To see more items, touch arrow. Add Question Group

21 Add Question Group as Spinner Mifos Client - Alvarez Client Info Questions Notes Additional Info Livia Alvarez PPI PPI Survey Philippines 26 Oct 212 Kay's Select Survey a Question Group 4 Feb 211 Client Business Information PPI Survey Philippines Click HERE for Alternate PPI Survey India 213 Menu using a spinner. This may get tedious if this is a long l ist. Cancel Add Question Group Add

22 Client Edit Mifos Client - Alvarez Personal MFI Questions Tabs same as in web client. Livia Alvarez PPI Account No: External ID: Activation Date: 2 April 212 Office: Bangalore Group Triangle Group Loan Officer: Lorenz Guzman Given Name: Livia Family Name: Alvarez Government ID: Salutation: Mrs. Date of Birth 16 Feb 1965 Gender female User swipes up to view rest of fields. Cancel Save

23 Photo Menu Mifos Client - Alvarez Personal MFI Questions Livia Alvarez PPI Account No: Remove photo External ID: Activation Date: Take new 2 photo April 212 Office: Group Loan Officer: Bangalore Select new photo from Gallery Triangle Group Lorenz Guzman Given Name: Livia Family Name: Alvarez Government ID: Salutation: Mrs. Date of Birth 16 Feb 1965 Gender Marital Status: Cancel female married Save Camera

24 Photo Edit (Camera App) CANCEL

25 Client with New Photo Mifos Client - Alvarez Personal MFI Questions Livia Alvarez PPI Account No: External ID: Activation Date: 2 April 212 Office: Bangalore Group Triangle Group Loan Officer: Lorenz Guzman Given Name: Livia Family Name: Alvarez Government ID: Salutation: Mrs. Date of Birth 16 Feb 1965 Gender female User swipes up to view rest of fields. Cancel Save

26 Client Page Mifos Client - Alvarez Clients Meetings Actions Livia Alvarez Account No: External ID: Activation Date: Office: Group: Loan Officer: Loan Cycle: PPI April 212 Bangalore Triangle Group Lorenz Guzman 2 Standard Client Loan # ,356.2 Home Loan # ,245. Car Loan # ,. Mandatory Savings --2,. #2 128 Edit New Loan Search Questions Notes

27 Client Loan Page Pending Approval Mifos Client - Alvarez Clients Meetings Actions Livia Alvarez Car Loan # ,. Pending Approval Disbursal Date: 5/31/213 Loan Officer: Larry Lender Account Summary Original Loan Amount Paid Loan Balance Principal 2, 2, Interest Fees Penalty Total 2, Approve

28 Client Loan Page Active Loan Mifos Client - Alvarez Clients Meetings Actions Livia Alvarez Standard Client Loan # ,356.2 Active in Bad Standing In Arrears: 1,256 Loan Officer: Larry Lender Account Summary Original Loan Amount Paid Loan Balance Principal 12, ,532.9 Interest Fees 1 Penalty Total 12, ,532.9 Make Payment

29 Client Page Mifos Client - Alvarez Clients Meetings Actions Livia Alvarez Account No: External ID: Activation Date: Office: Group: Loan Officer: Loan Cycle: PPI April 212 Bangalore Triangle Group Lorenz Guzman 2 Loan Type: Loan Product: Client Loan Standard Loan Loan Terms Amount: 1,. Loan Term: 12 Months Repaid Every: 1 Months Interest Rate %: 3 Per Month Cancel Create Loan

30 Loan Officer To-Do List Mifos Clients Clients Meetings Actions Monday, September 9, am Sacred Heart Elementary Red Hat Ladies 9-1 am Sacred Heart Element... Wisdom Group 1-11 am Ganesh Temple Triangle Group pm Ganesh Temple The Singers 12 pm Enter Collections

31 Loan Officer To-Do List Mifos Clients Clients Meetings Actions Monday, September 9, am Sacred Heart Elementary Red Hat Ladies 9-1 am Sacred Heart Element... Wisdom Group 1-11 am Ganesh Temple Triangle Group pm Ganesh Temple The Singers Choose a meeting to enter collections for that meeting, or change the date.

32 Loan Officer Actions List Mifos Clients Clients Meetings Actions Monday, September 9, 213 Enter Collections Monitor Delinquency Create New Clients Create New Groups Create New Loan

33 Change date of To-Do List Mifos Clients Clients Meetings Actions Monday, September 9, am Sacred Heart Elementary Red Hat Ladies 9-1 am Sacred Heart Element... Wisdom Group Set date 1-11 am Ganesh Temple Triangle Group Aug pm Ganesh Temple The Singers Sept pm Enter Collections Oct Cancel Set

34 Client List for specified Meeting The Singers, Mon. 8/9/13 Clients Meetings Actions Livia Alvarez Due: 123 Donia Caballero Due: 469 Maria Cipriano Due: 78 Ana Flores Due: 145 Ben Franklin Due: 317 Madeline Frau Due: 511 Overdue: 216 Pay All

35 Client Payment The Singers, Mon. 8/9/13 Clients Meetings Actions Livia Alvarez Standard Client Loan # ,356.2 Repayment Date: Aug. 9, 213 Payment Type: Cash Amount: 123. Additional Pmt:. Fees:. Total: 123. Cancel Pay Now

36 Add these payments to collection sheet The Singers, Mon. 8/9/13 Clients Meetings Actions Livia Alvarez Due: 123 Donia Caballero Due: 469 Maria Cipriano Due: 78 Ana Flores Due: 145 Ben Franklin Due: 317 Madeline Frau Due: 511 Overdue: 216 Total Collected: 1,86. Due: 123. Other:. Due: 469. Other: 1. Due: 78. Other:. Due: 145. Other:. Due: 317. Other:. Due: 727. Other:. Pay Now

37 Add these payments to collection sheet The Singers, Mon. 8/9/13 Clients Meetings Actions Livia Alvarez Due: 123 Donia Caballero Due: 469 Ana Flores Due: 145 ADM: 123. Other:. LTL: 169. SA: 2. Other: 1. ADM 3: 145. LTL:. Other:. Ben Franklin Due: 317 Madeline Frau Due: 511 Overdue: 216 Total Collected: 1,782. MS1: 317. Other:. DCF: 727. Other:. Pay Now Can collection sheet be added to at each meeting this way?

38 Smaller Screen Size Login Screen Mifos Mifos Mifos Instance: Mifos Instance: Fields narrower, spaced closer together User Name: deanna User Name: deanna Password: ******** Password: ********

39 Smaller Screen Size Loan Officer Dashboard Mifos Dashboard Mifos Dashboard Clients Goal for August: 3 15 more Clients Goal for August: 3 15 more Font size is 1 pt smaller Portfolio Goal for 213: 1,13, 275, more Portfolio Goal for 213: 1,13, 275, more Collections Wed, Aug. 28, 213 Collections Wed, Aug. 28, 213 Delinquency 6 clients behind To-Do List 2.97% Wed, Aug. 28, 213 1: Triangle Group at Ganesh Temple 11: Singer Group at Ganesh Temple 12: Enter Collections at Branch Office Icons closer together but same size Delinquency 6 clients behind To-Do List 2.97% Wed, Aug. 28, 213 1: Triangle Group at Ganesh Temple 11: Singer Group at Ganesh Temple 12: Enter Collections at Branch Office

40 Smaller Screen Size Client List - 2 liner Task Icons (no labels) Mifos Clients Clients Meetings Actions Mifos Clients Clients Meetings Actions Livia Alvarez Red Hat Ladies group meets Tues. 9-1am Donia Caballero Mamba group meets Wed. 1-11am Maria Cipriano Mamba group meets Wed. 1-11am Ana Flores Esperanta group meets Wed. 9-1am Ben Franklin Kite and Key group meets Thu. 9-1am Madeline Frau Red Hat Ladies group meets Tues. 9-1am Font size is 1 pt smaller Icons closer together but same size Livia Alvarez Red Hat Ladies group meets Tues. 9-1am Donia Caballero Mamba group meets Wed. 1-11am Maria Cipriano Mamba group meets Wed. 1-11am Ana Flores Esperanta group meets Wed. 9-1am Ben Franklin Kite and Key group meets Thu. 9-1am Madeline Frau Red Hat Ladies group meets Tues. 9-1am

41 Smaller Screen Size Client Loan Page Active Loan Mifos Client - Alvarez Mifos Clients Clients Meetings Actions Livia Alvarez Clients Meetings Actions Livia Alvarez Standard Client Loan # ,356.2 Standard Client Loan # ,356.2 Active in Bad Standing In Arrears: 1,256 Loan Officer: Larry Lender Active in Bad Standing In Arrears: 1,256 Loan Officer: Larry Lender Account Summary Original Loan Amount Paid Principal 12, 411 Interest Loan Balance 11,532.9 Account Summary Original Loan Principal 12, 411 Interest 321 Amount Paid 21 Loan Balance 11,532.9 Fees Penalty Total 12, ,532.9 Fees 1 Penalty Total 12, ,532.9 Make Payment Make Payment

42 Extra Icons Questions Notes Search More Info History Edit New Loan Search Questions Notes